Integrate Expensify with Todoist using AI Agents

Appy Pie Automate allows you to automate multiple workflows between Expensify and Todoist

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About Expensify

Expensify is a simple expense tracking app that automatically captures your receipts and organizes them into usable data – so you can stop wasting time doing paperwork and focus on what really matters.

About Todoist

Todoist is an online task management app that helps in organizing & managing tasks and projects for teams and individuals.With Todoist, you'll never forget another task or miss a deadline again.

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Connect Expensify + Todoist in easier way

It's easy to connect Expensify + Todoist without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Complete Task

    Triggers upon completion of a task on a project.

  • New Incomplete Task

    Triggers when you add an incomplete task to a project.

  • New Project

    Triggers upon creation of every new project.

  • Actions
  • Create Expense Report

    Only for Expensify Premium users! Creates a new expense report.

  • Create Single Expense

    Creates a single expense item

  • Export Report to PDF

    Given a Report ID (from a trigger), export that report to a PDF document

  • Create Task

    Creates a new task.

  • Invite User to Project

    Sends an e-mail to a person, inviting them to use one of your projects.

  • Mark Task as Completed

    Mark Task as Completed.

How Expensify & Todoist Integrations Work

  1. Step 1: Choose Expensify as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Todoist as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Expensify to Todoist.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on September 8, 2024, 12:01 am
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